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Marsh & McLennan
MMC

Overview Fund Activity

969 hedge funds and large institutions have $52.2B invested in Marsh & McLennan in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 365 increasing their positions, 316 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+37
Holders Change %
+3.97%
% of All Funds
17.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
109
Increased
365
Reduced
316
Closed
58
Calls
$35.2M
Puts
$29.1M
Net Calls
+$6.1M
Net Calls Change
-$2.62M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$156M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$155M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$627M
2
A
AustralianSuper
Australia
-$228M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$192M
4
NLI
Nippon Life Insurance
Japan
-$173M
5
Bank of America
Bank of America
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
676
Capital Advisors Inc
Oklahoma
$351K -$11.9K -102 -3%
OIA
677
OneDigital Investment Advisors
Kansas
$351K +$24.8K +212 +8%
LSAG
678
Lake Street Advisors Group
New Hampshire
$349K -$15.5K -133 -4%
FFA
679
First Foundation Advisors
California
$347K +$25.5K +218 +8%
APA
680
American Portfolios Advisors
New York
$345K +$11.9K +102 +4%
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$344K -$4.56K -39 -1%
BG
682
Bollard Group
Massachusetts
$340K – – –
PCA
683
Personal Capital Advisors
California
$340K +$132K +1,125 +63%
Dodge & Cox
684
Dodge & Cox
California
$335K – – –
BP
685
Ballentine Partners
Massachusetts
$335K +$23.2K +198 +7%
DWT
686
Dorsey & Whitney Trust
South Dakota
$334K -$7.96K -68 -2%
NP
687
NorthRock Partners
Minnesota
$331K -$97.9K -836 -23%
CG
688
Caprock Group
Idaho
$331K -$53.2K -455 -14%
RT
689
Rockland Trust
Massachusetts
$327K +$89K +760 +37%
WEC
690
Winslow Evans & Crocker
Massachusetts
$327K +$111K +952 +52%
NSAM
691
North Star Asset Management
Wisconsin
$322K – – –
MAM
692
Meeder Asset Management
Ohio
$321K -$76.6K -655 -19%
SL
693
Stevard LLC
Illinois
$320K -$298K -2,544 -48%
AA
694
Advisory Alpha
Michigan
$319K +$2.34K +20 +0.7%
B
695
Barings
North Carolina
$316K -$215K -1,839 -41%
WKWM
696
Walter & Keenan Wealth Management
Indiana
$316K – – –
RWM
697
RKL Wealth Management
Pennsylvania
$316K – – –
SWA
698
Sutton Wealth Advisors
Florida
$313K +$1.76K +15 +0.6%
LJHT
699
Laurie J. Hall Trustee
$310K – – –
FHA
700
Flagship Harbor Advisors
Massachusetts
$310K +$117 +1 +0%
26 27
28
29 30